Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Vanguard Equity‐Income Fund Admiral Mutual Fund in their Schedule of Assets, totaling $119.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | J.B. HUNT TRANSPORT SERVICES, INC. J.B. HUNT TRANSPORT SERVICES, INC. EMPLOYEE RETIREMENT PLAN | LOWELL AR | 34,171 | $1.4B | $46.4M |
| 2 | THE PEW CHARITABLE TRUSTS THE PEW CHARITABLE TRUSTS SAVINGS PLAN | PHILADELPHIA PA | 1,018 | $428.2M | $17.5M |
| 3 | ALIGN TECHNOLOGY, INC. |
SAN JOSE CA |
| 1,988 |
| $412.1M |
| $10.1M |
| 4 | COMPORIUM, INC. THE COMPORIUM INC 401K AND RETIREMENT PLAN | ROCK HILL SC | 960 | $223.5M | $9.7M |
| 5 | SHULMAN ROGERS, P.A. SHULMAN ROGERS, P.A. RETIREMENT PLAN | POTOMAC MD | 208 | $116.4M | $7.0M |
| 6 | UNIVERSAL ENGINEERING SCIENCES, LLC UNIVERSAL ENGINEERING SCIENCES 401(K) PLAN | ORLANDO FL | 3,690 | $151.3M | $5.8M |
| 7 | BILL HOLDINGS, INC. BILL 401(K) PLAN | SAN JOSE CA | 2,348 | $143.4M | $3.4M |
| 8 | PHILHARMONIC SYMPHONY SOCIETY OF NEW YORK NEW YORK PHILHARMONIC 403(B) RETIREMENT PLAN | NEW YORK NY | 213 | $75.3M | $2.4M |
| 9 | DYNAMIC ACCESS, LLC DYNAMIC RETIREMENT PLAN | RICHARDSON TX | 548 | $10.5M | $2.1M |
| 10 | ARES HOLDINGS, LLC NEXTECH 401(K) PLAN | MELBOURNE FL | 2,801 | $56.5M | $1.9M |